最新预测：今年国内光伏需求将创纪录

Core Viewpoint - The Chinese photovoltaic industry is transitioning from "scale expansion" to "high-quality development," with a focus on addressing disordered competition and enhancing product quality [2][4]. Industry Overview - The 2025 Photovoltaic Industry Mid-Year Conference was held in Datong, Shanxi, marking a significant shift for both the region and the industry [2]. - The industry is currently facing challenges such as structural supply-demand imbalances and low-price competition, which have led to many companies incurring losses [8][10]. Demand Forecast - The China Photovoltaic Industry Association has raised its forecast for domestic photovoltaic installations in 2025 to between 270GW and 300GW, indicating a record demand [5][15]. - In the first half of 2025, China's newly installed photovoltaic capacity exceeded 210GW, doubling year-on-year, showcasing a solid demand foundation [12][13]. Industry Self-Regulation - Industry leaders emphasize the need for self-regulation to combat irrational competition and ensure adherence to industry standards [8][9]. - The Ministry of Industry and Information Technology (MIIT) plans to promote the orderly exit of outdated production capacity and strengthen policy guidance [9]. Future Outlook - The photovoltaic industry is expected to transition from explosive growth to stable, high-quality growth, with annual new installations projected to remain around 300GW to support electricity demand growth of 4.5% to 5.5% [16].